Insightful Insights
-
Board movement for September
Roger Montgomery
October 13, 2015
We wrote briefly last week about the tough September 2015 Quarter, so it is unsurprising that there were a lot of board movements over a range of industries. continue…
by Roger Montgomery Posted in Insightful Insights.
- save this article
- POSTED IN Insightful Insights
-
Value the Quality
Roger Montgomery
October 12, 2015
Isentia (ASX: ISD) is a top three position across the Montgomery domestic funds and investors in The Montgomery Fund and The Montgomery [Private] Fund should be pleased to see the company’s shares reaching all time highs. continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
-
Treasury Wine Estates – Part 2
Stuart Jackson
October 9, 2015
In the second part of my series on the investment case for Treasury Wine Estates (TWE) given its leverage to a falling Australian dollar (AUD), we look at what is already factored into the share price. continue…
by Stuart Jackson Posted in Companies, Insightful Insights.
- 2 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Liberating our Malaise
Roger Montgomery
October 9, 2015
It’s hard not to think that the very intense spotlight being shined upon the US dollar makes it a key determinant of market direction in the near term.
Keeping in mind that none of this has any bearing on our investment process – which focuses our resources on the identification of high quality business, those with bright prospects, trading at rational prices – let’s take a quick look at how the currency might influence markets. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
-
What’s the deal with Infomedia?
Tim Kelley
October 8, 2015
Infomedia (ASX: IFM) has been going through a difficult period recently. At the time of releasing its full year results in August, it also announced the resignation of CEO Andrew Pattinson, effective immediately, and the retirement of long-serving NED Myer Herszberg. The company found itself in the awkward position of having a somewhat disappointing set of numbers to present, and no CEO to present them. continue…
by Tim Kelley Posted in Insightful Insights.
- 4 Comments
- save this article
- POSTED IN Insightful Insights
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Rollercoaster, but reasonable longer-term
Russell Muldoon
October 8, 2015
The one-year forward price-to-earnings (P/E) ratio for the S&P/ASX 200 Index has been on a rollercoaster recently. We would like to try to put a framework around the market movements to more-broadly understand the thinking around the volatility. continue…
by Russell Muldoon Posted in Insightful Insights, Market Valuation.
-
Catastrophe risk
Scott Shuttleworth
October 7, 2015
The rewards in the stock market can be vast – why else would we spend so much time on it? But the risks can often go overlooked as we dream of retiring down at the beach tomorrow. One risk we would like to highlight is catastrophe risk. continue…
by Scott Shuttleworth Posted in Insightful Insights, Investing Education.
-
Overpriced stocks
Roger Montgomery
October 7, 2015
In this interview with Ross Greenwood on 2GB Money News, Roger discusses uncertainty in the market, Australian banks and whether raising interest rates in the US is a potential catalyst for a market fall.
Click here to listen to the radio clip.
You can listen to any of Roger’s radio interviews through browsing our media library, listen to more clips here.
by Roger Montgomery Posted in Insightful Insights.
- 2 Comments
- save this article
- POSTED IN Insightful Insights
-
Treasury Wine Estates – Part 1
Stuart Jackson
October 6, 2015
In this series of blogs, we will take you through an initial assessment of the investment case for a stock that potentially benefits from a particular investment theme. If the initial assessment warrants further investigation, we would then prepare a full investment case and valuation. continue…
by Stuart Jackson Posted in Companies, Insightful Insights.
- 3 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Why investors need to search for growing income
Roger Montgomery
October 5, 2015
For the last few years, investors have made off handsomely by simply buying large cap stocks with high yields like banks and Telstra. Low yielding term deposits have plunged retirees into what can only be described as an Income Recession and their cries have been heard by company boards, who have acquiesced to their demands for more income from shares by raising their company payout ratios. continue…
by Roger Montgomery Posted in Insightful Insights.
- 13 Comments
- save this article
- POSTED IN Insightful Insights
